Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$74.5K Buy
+863
New +$74.5K ﹤0.01% 2532
2024
Q4
Sell
-3,899
Closed -$261K 3907
2024
Q3
$261K Sell
3,899
-61
-2% -$4.08K ﹤0.01% 1885
2024
Q2
$220K Buy
+3,960
New +$220K ﹤0.01% 1870
2024
Q1
Sell
-2,329
Closed -$106K 3827
2023
Q4
$106K Sell
2,329
-1,410
-38% -$64.1K ﹤0.01% 1930
2023
Q3
$154K Buy
3,739
+47
+1% +$1.93K ﹤0.01% 1709
2023
Q2
$163K Buy
3,692
+327
+10% +$14.5K ﹤0.01% 1704
2023
Q1
$133K Buy
3,365
+482
+17% +$19K ﹤0.01% 1660
2022
Q4
$86 Buy
+2,883
New +$86 ﹤0.01% 3392
2017
Q3
Sell
-35
Closed -$598 414
2017
Q2
$598 Buy
+35
New +$598 ﹤0.01% 1369